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BP
BP

Overview Fund Activity

1,002 hedge funds and large institutions have $8.36B invested in BP in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 385 increasing their positions, 399 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
-150
Holders Change %
-13.02%
% of All Funds
22.13%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.27%
New
86
Increased
385
Reduced
399
Closed
220
Calls
$429M
Puts
$325M
Net Calls
+$105M
Net Calls Change
-$31.8M

Top Buyers

1
PIF
Public Investment Fund
Saudi Arabia
+$828M
2
Franklin Resources
Franklin Resources
California
+$279M
3
VH
ValueAct Holdings
California
+$67.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.2M
5
State Street
State Street
Massachusetts
+$28.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$129M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$111M
3
Sanders Capital
Sanders Capital
Florida
-$106M
4
CVA
Ceredex Value Advisors
Florida
-$102M
5
Ameriprise
Ameriprise
Minnesota
-$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
976
CFM Wealth Partners
Texas
$4K +$4K +152 New
TI
977
tru Independence
Oregon
$3.91K -$3.27K -134,095 -46%
PP
978
Pacifica Partners
Canada
$3K -$5.5K -220 -65%
CWA
979
Carolina Wealth Advisors
South Carolina
$3K – – –
LPWM
980
Lake Point Wealth Management
Texas
$3K – – –
CA
981
Centerpoint Advisors
Massachusetts
$3K +$3K +111 New
DWM
982
Darwin Wealth Management
Florida
$3K +$3K +143 New
GAM
983
Gemmer Asset Management
California
$2K -$2K -76 -50%
JPLA
984
Joseph P. Lucia & Associates
New York
$2K – – –
CWM
985
Cranbrook Wealth Management
Michigan
$2K – – –
KPW
986
Kore Private Wealth
New York
$2K – – –
FEG
987
Financial Enhancement Group
Indiana
$2K – – –
TC
988
Trust Company
Kansas
$2K +$2K +97 New
HCM
989
Highlander Capital Management
New Jersey
$2K +$2K +100 New
NL
990
NWAM LLC
Washington
$1.09K +$123 +5,040 +13%
HI
991
Human Investing
Oregon
$1K -$29.1K -1,280 -97%
SQA
992
Simon Quick Advisors
New Jersey
$1K -$877 -50 -47%
LS
993
Leelyn Smith
Illinois
$1K – – –
FMP
994
Financial Management Professionals
Texas
$1K – – –
ACM
995
AUA Capital Management
Pennsylvania
$1K – – –
DI
996
Disciplined Investments
Oklahoma
$1K – – –
WIM
997
Westside Investment Management
California
$8 +$8 +366 New
CVA
998
Ceredex Value Advisors
Florida
– -$102M -2,708,627 Closed
MMH
999
Menora Mivtachim Holdings
Israel
– -$80.2M -2,125,080 Closed
Balyasny Asset Management
1000
Balyasny Asset Management
Illinois
– -$40.3M -1,067,251 Closed
38 39
40
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